Define enums and suggested values in the UI enums-and-suggested-values
In Experience Data Model (XDM), a string field can be given a predefined set of accepted or suggested values to better control what values are ingested into that field or how it will behave in segmentation.
Enums constrain the values that can be ingested for a string field to a predefined set. If you attempt to ingest data to an enum field and the value does not match any of those defined in its configuration, ingestion will be denied.
In contrast to enums, the Suggested values option allows to to denote a set of recommended values for a string field that do not constrain the values that it can ingest. Instead, suggested values affect what predefined values are available in the Segmentation UI when including the string field as an attribute.
When defining a new field in the ÃÛ¶¹ÊÓƵ Experience Platform user interface and setting the type to String, you are given the option to define an enum or suggested values for that field.
This document covers how to define enums and suggested values in the Schemas UI workspace. For a quick overview on enums and suggested values, including how to configure them in the UI and their downstream effects, watch the following video:
Define an enum enum
Select Enums and Suggested Values, then select Enums. Additional controls appear, allowing you to specify the value constraints for the enum. To add a constraint, select Add row.
Under the Value column, you must provide the exact value you want to constrain the field to. You can optionally provide a human-friendly Display Name for the constraint as well, which affects how the value will be represented in segmentation.
Continue to use Add row to add the desired constraints and optional labels to the enum, or select the delete icon ( ) next to a previously added row to remove it. When finished, select Apply to apply the changes to the schema.
The canvas updates to reflect the changes. When you explore this schema in the future, you can view and edit the constraints for the enum field within the right rail.
Define suggested values suggested-values
Select Enums and Suggested Values, then select Suggested Values to make additional controls appear. From here, select Add row to start adding suggested values.
Under the Display Name column, provide a human-friendly name for the value as you want it to appear in the Segmentation UI. To add more suggested values, select Add row again and repeat the process as needed. To remove a previously added row, select next to the row in question.
When finished, select Apply to apply the changes to the schema.
Manage suggested values for standard fields
Some fields from standard XDM components contain their own suggested values, such as eventType
from the XDM ExperienceEvent class. While you can create additional suggested values for a standard field, you cannot modify or remove any suggested values that are not defined by your organization. When viewing a standard field in the UI, its suggested values are displayed but are read-only.
To add new suggested values for a standard field, select Add row. To remove a suggested value that was previously added by your organization, select next to the row in question.
Evolution rules for enums and suggested values evolution
After a schema with an enum field has been used to ingest data into Platform, any further changes made to the schema definition must comply with the data already in the system. In general, changes made to an existing field can only make that field less restrictive. An field cannot be made more restrictive than it already is.
When it comes to enums and suggested values, the following rules apply post-ingestion:
- You CAN add suggested values for standard and custom fields with existing suggested values.
- You CAN remove suggested values from custom fields with existing suggested values.
- You CAN add new enum values for an existing custom enum field.
- You CAN switch a custom field’s enum values to suggested values only, or convert it to a string with no enum or suggested values. This switch cannot be undone once applied.
- You CANNOT remove enums or suggested values from standard fields.
- You CANNOT add enum values to a field with no existing enum.
- You CANNOT remove fewer than all existing enum values for a custom field.
- You CANNOT switch from suggested values to an enum.
Merging rules for enums and suggested values merging
If multiple schemas use the same enum field with different configurations, and those schemas are included in a union, certain rules apply when it comes to how enum differences are reconciled. The exact rules depend on whether the schemas referencing the same standard field (like eventType
) or if they’re referencing the same custom field path in different field groups.
If referencing the same standard field:
- Any additional suggested values are APPENDED in the union.
- Updates made to the suggested values for the same enum key are UPDATED in the union.
If referencing the same custom field path in different field groups:
- Any additional suggested values are APPENDED in the union.
- If the same additional suggested value is defined in more than one schema, those values are MERGED in the union. In other words, the same suggested value will not appear twice after merging.
Validation limitations
Due to current system limitations, there are two cases where an enum is not validated by the system during ingestion:
- The enum is defined on an array field.
- The enum is defined more than one level deep in the schema hierarchy.
Next steps
This guide covered how to define enums and suggested values for string fields in the UI. For information on how to manage enums and suggested values using the Schema Registry API, refer to the following tutorial.
To learn how to define other XDM field types in the Schema Editor, see the overview on defining fields in the UI.